Open Account

Opening an account is easy! After reading the Summary Prospectus or Prospectus, complete and return the forms for the type of account you desire (below). Send it with your investment check to Volumetric Fund. We will send you a transaction statement the next business day.

Nothing on website is intended as a solicitation or offer for the sale of investment products.  Eligibility to participate in Volumetric Fund's opportunities varies from state to state, and is prohibited in some jurisdictions.

Select Type of Account to To Open

(click each form in appropriate box)

Regular Account
Individual Retirement
(IRA, Roth, SEP, etc.)
Transfer In/Rollover Retirement  Account (401k, IRA, etc.)

Mail completed form(s) with your personal or business check made out to: Volumetric Fund, Inc.

Mailing address: Volumetric Fund, Inc., 87 Violet Driver, Pearl River, New York 10965 

US Patriot Act - To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Therefore, when opening an account you must provide your name, address, date of birth, and other information that will allow us to identify you. All information must be completed and will be verified as required by the USA Patriot Act.


Retirement Account Forms

Account Forms

Equity Institutional is Volumetric Fund's retirement account trustee. When opening or making changes to your retirement account you will need to include the appropriate form above. This may include both Volumetric Fund forms and Equity Institutional forms. All forms should be provided directly to Volumetric Fund to insure proper processing.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-541-FUND. Distributed by Ultimus Fund Distributors, LLC. (Member FINRA)

Phone: 800-541-FUND or 845-623-7637


Volumetric Fund, Inc.

87 Violet Drive, Pearl River, New York 10965

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